Customized Training Programs

We offer customized training programs – live or via webinar – to nonprofits of all sizes.  For more information about creating a unique training program for your staff and/or leadership, please call us at 973-732-2455 or email us at  Below is our full curriculum of potential classes.

Planned Giving “Boot Camp” Curriculum

  • Introduction to Planned Giving – This session will define what “planned giving” should mean to an average fundraiser, make the case for all nonprofits to ramp up their planned giving efforts, and provide an overview of all of the giving options that will be covered during the entire course.
  • Initiating The Legacy Conversation And Getting To The Ask – This session will focus on a core challenge in cross-training fundraisers in planned giving: initiating planned giving conversations and leading these conversations to a completed gift.   We will not only discuss several actual case studies but we will ask participants to introduce their own case studies for group discussion as well as discussing how your nonprofit should go about developing its “legacy giving” program.
  • Primer on Basic Tax Law and Financial Planning Concepts – This session is designed to clarify the various tax and financial planning issues that your prospects may expect you to be conversant on during planned giving discussions – a must for fundraisers selling planned gifts and any complex gift arrangement.
  • Bequests and Other Testamentary Gifts – This session will go into depth on what has proven to be the largest source of planned giving revenue by far in the nonprofit sector: bequests and other testamentary gifts.  While bequests are often referred to as the most “simple” of planned gifts, there are numerous details and options fundraisers need to be aware of to maximize their effectiveness in this area.
  • Life Income Gifts – This session will cover the entire area of “life income gifts,” seen by many as the heart of planned giving providing some of the most interesting options for donors to consider.  Building upon our initial introduction to planned giving vehicles and tax/financial planning concepts in prior sessions, we will go into depth on the specific options available, the details as to how they work, and start preparing fundraisers to identify ideal circumstances and how to initiate conversations.
  • Charitable Gift Annuities – Building upon the prior session, this session will focus entirely on the most popular of life income gifts – the charitable gift annuity.  Charitable gift annuities are sometimes called the “poor man’s planned gift,” as the minimum gift amount starts at around $5,000.  Yet, these are perhaps at the most “cutting edge” of planned gift options, bringing together various unusual planning opportunities for donors to consider and various opportunities for nonprofits to build their endowments today.
  • Charitable Remainder Trusts – Building upon the prior two sessions, this session will focus entirely on the “Cadillac” of life income gifts – the charitable remainder trust.  This option is referred to as a Cadillac since its entry point gift amount is typically $100,000 or greater and is usually reserved for larger life income gift scenarios.  These trusts are perhaps even more flexible for planning purposes than charitable gift annuities and are a very important for fundraisers to have a clear understanding and confidence with if they are to promote planned giving options.
  • Real Estate and Life Insurance – These two assets groups represent significant amounts of wealth in America and can be used very effectively in planned giving situations.  We will cover both asset groups in-depth and discuss the various unusual planning opportunities with both groups, including use within life income gifts and other leverage options.
  • Art/Collectibles and Intangible Interests – Often overlooked for giving purposes, tangible (art, collectibles, etc…) and intangible (mineral interests, copyrights, etc…) property can often present significant giving opportunities.   Understanding how these various interests can be donated and leveraged for the benefit of your donors will open up new giving opportunities.
  • Charitable Lead Trusts – The “Private Jet” of planned gifts as compared to the life income gifts previously covered, with minimum funding amounts of $1 million or more, lead trusts are a completely different and unique planned gift offering.  These trusts offer the largest and most immediate rewards to nonprofits but are also the most difficult to secure.  This session will provide attendees with an in-depth look at this option with a goal of learning how to properly identify opportunities and to steward such gifts properly.

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